Cody Allen Wilson

The Baker Group, LP

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

The Baker Group, LP

Compensation

N/A

Firm Size

8 advisors

Number of Clients

1 client

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$1,000

Location

1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

The Baker Group, LP

February 2025 - Present · 1 yr

The Baker Group, LPBroker

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Baker Asset Management

April 2024 - April 2025 · 1 yr

Private Client Services, LLCBroker

November 2023 - May 2024 · 6 mos

Plan Group Financial, INC.

January 2023 - July 2024 · 1 yr 6 mos

Plan Group Financial, INC.

May 2022 - December 2022 · 7 mos

Saxony Securities, INC.Broker

May 2021 - November 2023 · 2 yrs 6 mos

State Registrations3 states

FLGAOK

AdvisorBrokerBoth

Exams

No exam information available for this advisor.